There is no bubble in AI semiconductors!
BubbleBubble refers to an economic condition where the evaluation (the bubble part) exceeds the actual value. Specifically, it refers to a situation where the prices of various assets such as stocks, land, buildings, paintings, and jewelry continue to rise abnormally for speculative purposes, resulting in the apparent inflation of their asset values and the generation of significant unrealized gains.![]()
While there may have been a temporary surge in excessive expectations for AI semiconductors this year, the stock price has now been quite consolidated and is recovering its soundness.![]()
AI semiconductors, with solid performance, have spread across all sectors, enabling significant improvements in productivity and efficiency in various fields such as cost reduction, efficiency improvement, and advancements in healthcare, etc.A global industrial revolution is unfolding.we believe it could become, do you see a future where AI semiconductors could become a bubble and burst?![]()
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SOXL.TSLL.CONL.MARA.CLSK.RIOTを主力とし、SMCI..RXRX..BKSY..SKYT..ARQQ·͜·*✨を鋼のメンタルで‼️目標資産1億⤴
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tm_speedstyle371 : Yes, it's not a bubble. It's not a boom either. Don't talk about AI like tapioca. Thank you![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
J_M_RIN OP tm_speedstyle371 : I am excited and happy to be able to invest in a time when the Industrial Revolution might happen.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Thank you 
ヤングちゃん : If the interest rate falls and there is a soft landing, I believe the stock price of AI semiconductors will also rise accordingly. However, things like industrial revolutions are irrelevant. If you cling to long-term fantasies with wishes included, your perspective will narrow, making it difficult to purely evaluate stock prices. If the performance of AI semiconductors or GAFA is poor or there is excess inventory, the stock price will immediately drop by 10-20%. Basically, it is just predicting whether it will go up or down next and confirming it.
J_M_RIN OP ヤングちゃん : I think it's good to calmly observe the style, once the limit is reached, the stock price will likely peak first, so the decision should be made based on individual perspectives.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Even if I am considered too optimistic, I am fully aware of that, as it is based on my predictions! ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Thank you for your comments.
ヤングちゃん J_M_RIN OP : Yes, I also think AI semiconductors will be up for a while, but I am also checking the possibility of going down and considering that story. Now the dollar-yen is up, this is lucky!!
J_M_RIN OP ヤングちゃん : At the moment, the market forecast for a 0.5 interest rate cut in November remains high, so I am predicting a 0.25 rate cut or no change. If it's 0.25, I still think the dollar will remain strong for the rest of this year.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
☆ラジエル★ ヤングちゃん : The industrial revolution is great. Just like there are various investment methods, there are also different investment philosophies. Mr. Young's philosophy is more practical, which is also good. I, like Mr. Jomorin, have a dream-oriented ideology. Chasing dreams, seeking dreams, devouring dreams.
Well, isn't it fun?
I also think that the industrial revolution will happen, haha
My perspective is not narrow, so it's okay. Rather, it's too broad. Ahaha